+171.8%
DLR vs EOG
+121.2%
+50.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.0% |
| 7D | -1.3% | +1.0% | -2.3% | -1.4% |
| 30D | -2.9% | +2.8% | -5.7% | -3.1% |
| 3M | +3.2% | +5.9% | -2.7% | +2.5% |
| 6M | +3.9% | +17.1% | -13.2% | +2.0% |
| YTD | +21.4% | +43.9% | -22.5% | +16.8% |
| 1Y | +9.7% | +26.9% | -17.2% | +6.7% |
| 3Y | +56.5% | +23.6% | +33.0% | +51.8% |
| 5Y | +41.5% | +178.1% | -136.6% | +26.9% |
| All | +171.8% | +121.2% | +50.5% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EOG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling